Posts Tagged ‘Athens’

Access to Scopus and ScienceDirect

Posted on December 5th, 2012 by Paul Stainthorp

Our access to Elsevier Scopus and ScienceDirect has been improved: if you log in to either database via the Library website (library.lincoln.ac.uk), you can now set up an individual profile, allowing you to personalise your use of Scopus/ScienceDirect.

University of Lincoln students and staff can log in via the following links:

The first time you log in to either ScienceDirect or Scopus, you can set up your personal profile by clicking on “Activate Personalization” (in the top right-hand corner of the screen).

Once you have completed your individual profile, you can make use of features including:

  • Saved searches
  • Alerts
  • Saved lists
  • Grouped authors
  • RefWorks settings
  • Applications
To access and change these settings once you are logged in with your individual profile, click on “Settings” from the menu bar.
Screenshot from Elsevier Scopus

Help on configuring these options (for Scopus) is available on the Scopus training website.

Once you have a profile on either ScienceDirect or Scopus, you should be able to easily log back in at any point by clicking on the “Login” option in the top right-hand corner of the screen, and selecting “University of Lincoln login”.
Screenshot from Elsevier Scopus

Scopus is the largest abstract and citation database of peer-reviewed research literature. Scopus contains 47 million records (70% with abstracts) from 19,000 titles, and from more than 5,000 international publishers.

ScienceDirect is a leading full-text scientific database offering journal articles and book chapters from more than 2,500 peer-reviewed journals and more than 11,000 books. University of Lincoln students and staff have access to more than 2,100 full-text journal titles through ScienceDirect.

For help with using Scopus/ScienceDirect, please contact your subject librarian, or see the help websites for Scopus and ScienceDirect.

Technical note: this improvement in access has been made possible because both Elsevier databases are now accessible to University of Lincoln users via the UK Access Management Federation. This method of access allows us to associate Elsevier’s personal profiles with named individuals at the University.

We’ll be looking at integration between Scopus and the Lincoln Repository (for example: display of bibliometric/citation data on an EPrints record; automatic deposit of an author’s publications from their Scopus profile), as part of the REF preparation work and re-launch/upgrading of the Repository EPrints software.

Ebook URLs: bodge upon bodge upon bodge

Posted on October 3rd, 2012 by Paul Stainthorp

From the Oxford English Dictionary:

† bodge, v.

Etymology:  An altered form of botch v.1; compare grudge < grutch.
Obs. or dial. 1. trans. To patch or mend clumsily.

Chris Leach and I have had to bodge a fix for ebook URLs in our library catalogue, for a third time. I’m getting that feeling that we’ve bodged our way into a corner. (N.B. we’re going to upgrade Athens quite soon – I hope that once we can build our own WAYFless URLs to UK Federation-authenticated resources, on a *.lincoln.ac.uk root, we should be able to fix this problem ‘properly’. Until then…)

Here’s the problem and a list of our bodges to date:

We import MARC records for ebooks from Ingram’s MyiLibrary platform. They contain perfectly good, honest URLs (stored in MARC field 856$u), tweaked for Athens in the form (e.g.):

  • http://www.myilibrary.com?Ref=Athens&id=115106

Next, to make sure our users see the correct Athens login option for the University of Lincoln…
Screenshot from Athens

…and not a generic Athens username and password box (from where the user would have to click on “Alternative login” and generally go round the houses to proceed)…
Screenshot from MyiLibrary

…we use MARC field mapping feature in our LMS (SirsiDynix Horizon – a feature which operates not unlike the e-journals A-to-Z’s “proxy mask” tool) to prefix every URL stored in MARC 856$u with our standard Athens cookie-setting prefix URL (N.B. this prefix is applied to all ebooks in the catalogue–in fact, any URL in 856$u–not just MyiLibrary ebooks):

  • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=

This prefix combines with the contents of 856$u to give a compound URL, which is presented to the user as a hyperlink in user in HiP, our OPAC/web catalogue (e.g.):

  • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=http://www.myilibrary.com?Ref=Athens&id=115106

Problem #1 – that compound URL doesn’t work. It returns an Athens error (presumably because Athens can’t tell whether the variables at the end of the URL belong to auth.athensams.net, or to www.myilibrary.com).
Screenshot from Athens

Bodge #1 – To avoid this error, the second part of the compound URL ought to be %-encoded (the A-to-Z’s proxy mask feature allows for this using {startencode}{endencode} pseudotags, but the Horizon MARC field processor doesn’t have anything like this afaik). So, we changed our import processes/record specification for the MARC records we get from MyiLibrary, %-encoding the contents of 856$u:

  • http%3A%2F%2Fwww.myilibrary.com%3FRef%3DAthens%26id%3D115106

…giving a compound URL (including the field prefix) of:

  • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=http%3A%2F%2Fwww.myilibrary.com%3FRef%3DAthens%26id%3D115106

This worked fine for users accessing ebooks from HiP.

Problem #2 – didn’t occur until we started using Talis Aspire as reading list software. When a user bookmarked a catalogue record from HiP, the %-encoded contents of 856$u were causing an error. See explanation here.
Screenshot from Talis Aspire

Bodge #2 – to fix this Talis Aspire error, we downloaded all of our MyiLibrary MARC records (using an SQL query to identify every record where 856$u contained ‘myilibrary.com’) and used MarcEdit to partially undo the %-encoding of the URL, to give:

  • http://www.myilibrary.com%3FRef%3DAthens%26id%3D115106

…before re-uploading the doctored records into Horizon. This was enough to fool Talis Aspire into accepting the URL as valid, and as the reading lists prefix each online resource URL with a redirection URL of their (Talis’s) own, the net result is that users can link from a reading list to an ebook. (However, because the URL-as-stored-in-Aspire doesn’t contain the Athens cookie-setting prefix, some users will inevitably be sent to the wrong, generic Athens login page instead of the correct, University of Lincoln-specific one.)

Problem #3 – Most recently, when we started weekly exports of MARC records from Horizon into our new discovery service Find it at Lincoln (our name for the EBSCO Discovery Service) we discovered that the partial-%-encoding still wasn’t enough to produce a valid URL. Find it at Lincoln doesn’t prefix the ebook URLs in any way, and when users clicked on the ‘raw’, partially-encoded URL in a book record within the EBSCO service, they were getting a browser error.
Screenshot of a browser error

Bodge #3 – this is where it gets very messy. As a short-term fix to stop users seeing the browser error every time they tried to access a MyiLibrary ebook from within Find it at Lincoln, we again exported all 1,300 or so MyiLibrary-matching MARC records from Horizon, and again edited the 856$u URLs using MarcEdit.

This time, we added the Athens cookie-setting prefix to each MyiLibrary URL, before re-uploading. We also then ran a separate export of the same records to a .csv file, which makes it easy to do a visual/formula-driven inspection of all 1,300-odd records to make sure there aren’t any duplicates/oddities/crud. This is a useful trick we’ll be using again!

So, the contents of 856$u now look like:

  • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=http://www.myilibrary.com%3FRef%3DAthens%26id%3D115106

…as such, they should work fine in both the reading lists system, and in Find it at Lincoln (once the most recent weekly MARC dump has been processed by EBSCO). In HiP, however, they still get the MARC field prefix applied, and they end up with a double Athens prefix:

  • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=http://www.myilibrary.com%3FRef%3DAthens%26id%3D115106

This double-dose of Athens cookie-setting doesn’t seem to do any harm, although I do know that Athens throws a wobbly if a user is referred to an authentication point too many times in quick succession – so I’m wary of leaving things as they are.

There’s also the problem that other ebooks (on our other main platform, Dawsonera) are still being pulled into Find it at Lincoln and the reading lists without an Athens prefix, so unless users have already encountered an Athens institutional cookie, they’re getting the ‘wrong’ Athens authentication point. To get technical, they will see the HTML login form for users with an OpenAthens MD = Managed Directory account. Otherwise known—though it’s not a term approved of by Eduserv—as ‘classic Athens’. At Lincoln we only create classic Athens accounts (with usernames beginning hum_______) in an emergency.

We could perform the same trick with all our other ebook records (several tens of thousands of records, for Dawsonera and a few odds and sods): identify and download them, incorporate the Athens cookie-setting prefix within 856$u, re-upload them, and ditch the Horizon field prefix rule entirely. But: if and when we change our methods of authentication we’d have to process all the records all over again (though to be honest, we’re getting used to it…), and I’m loath to hard-code authentication ‘noise’ into our MARCs.

Other options: we could look at alternatives to Athens authentication (UK Federation or IP/EZproxy) in the case of MyiLibrary; we could speak to Ingram to see if there’s anything that can be done about their slightly odd Athens session behaviour, and/or we could just get on with setting up a new OpenAthens environment that allows us to create proper WAYFless URLs instead of using the cookie-setting method, which is itself a bit of a bodge. We could also see if it’s possible to add proxy-mask-style behaviour to links in EDS (Find it at Lincoln) and Talis Aspire.

For the time being, it’s holding together with sticky tape. Don’t breathe on it too hard.

Rationalising multiple lists of e-resources (ERM)

Posted on June 25th, 2012 by Paul Stainthorp

As an offshoot of our discovery (Find it at Lincoln), authentication, and library website projects, we’re trying to impose a little bit more order on the various lists of electronic resources we present to users – aiming at a single version of the truth.

For historical reasons, users can browse several different lists of e-resources at Lincoln:

  1. The ‘e-Library‘ page on the University Portal
  2. A list of packages on the e-journals A-to-Z
  3. Resources available through the MyAthens portal
  4. Other (minor) authentication systems, each listing its own subset of resources

Frustratingly for our users (and for slightly obsessive-compulsive librarians like myself), no one of these lists exactly corresponds with any other. Each one includes a slightly different set of resources. For example, looking at a Venn diagram of resources listed on two platforms only – the e-Library and electronic journals A-to-Z:

Screenshot comparing two lists of e-resources

  • The e-Library contains 163 distinct resources (usually referred to as “databases”). 106* of them also appear on the e-journals A-to-Z: but there are 57, mostly non-bibliographic, resources on the e-Library which aren’t on the A-to-Z. I kind of expected this.
  • Conversely, the A-to-Z contains 162 packages (including a number of titles which don’t form part of a package). 112* of these are reflected on the e-Library, but there are 50 A-to-Z packages which aren’t on the Portal. This was less expected, and is more worrying!
  • The name given to a resource on one platform doesn’t necessarily correspond to the name given to the same resource on the other platform.
  • We use a Google Spreadsheet to [try and] keep tabs on this mess.
  • *The reason why only 106 resources on the e-Library correspond to 112 packages on the A-to-Z is that one “database” can be represented by a number of packages. For example: the Portal lists “JSTOR” as a single resource, whereas the A-to-Z lists three separate packages: JSTOR Arts & Sciences I, …Arts & Sciences II, and …III.

Drop in the other two platforms which list e-resources, and the Venn diagram will look something more like this:

Screenshot of a Venn diagram of e-resource platforms

Rationalising these various lists has to be a way toward better e-resources management, and we need to get to a stage where we present only one version of the truth at our users. As part of the ‘Find it at Lincoln‘ project, we’ll be re-populating the A-to-Z knowledgebase from scratch, reviewing our acquisitions/ERM procedures along the way. And for our new website, we’re looking for better ways of presenting lists of resources than the current e-Library page on the Portal.

Side note: it’s possible to use the MS Excel =Match function to compare two lists of resource names that nearly, but don’t exactly, correspond. Formula is:

  • =MATCH(“*”&LEFT(<value in native list>,12)&”*”,<foreign list array>,0)

Log in to the University of Lincoln reading lists system with Athens

Posted on June 13th, 2012 by Paul Stainthorp

It’s now possible to log in to the online reading lists system, via the following link:

You should see an Athens login screen marked ‘Go to the University of Lincoln login page »‘. Click on that link and you will be taken into the reading lists system. If you are off campus, you will need to log in  as if for the Portal, using network\accountID and password.
Screenshot of the Athens login

Once you have logged in, you will be able to:

  1. Add information (discipline, email address, a Gravatar image) to your profile within the reading lists system, and set your profile to be public or private.
    Screenshot of the Talis profile message
  2. Start collecting bookmarks using the ‘My Bookmarks‘ feature and the browser bookmarklet.
  3. Leave feedback for the Library.

N.B. it’s still not yet possible to:

  • Browse or search for modules, awards, subjects, or reading lists.
  • Manage ‘My Lists’.
  • Query lists using the API (mainly because there’s nothing there to query!)

E-resource URL hacking for fun and profit: how to build direct, reliable login links to journals

Posted on March 9th, 2012 by Paul Stainthorp

I’ve got a bee in my bonnet about electronic resources which make it difficult or impossible to create reliable deep-ish links to a particular bit of the resource from Library websites (usually our library catalogue or EBSCO’s e-journals A-to-Z/link resolver) – links which handle the authentication properly and take the user to the place they wanted to go in the first place, and which do so consistently.

Below is an example of the kind of process we go through to construct direct, reliable login links to the home pages of journals, when authentication is via Athens and/or the UK Access Management Federation (UKAMF). The process uses a facility the A-to-Z has to rewrite URLs according to a set of predictable rules, generating a new login link which is a function of the original URL.

N.B. it’s only possible to do this at all if the Athens/UKAMF authentication point for the journal has a predictable structure. If a login URL includes any randomly-generated or unknown elements which vary from journal to journal, then it can’t be generated by predictable rules. If the login URL can’t be expressed as a predictable function of the basic URL for the journal, then we won’t able to create a direct, reliable login link for the resource. Some providers rule themselves out at the first hurdle because of this, and it’s intensely irritating for me and even more so for users.

This whole process should get easier (and the end result less frustrating for users) when we introduce EZproxy as an additional authentication tool, but even so I would say that the ability to analyse, deconstruct, rewrite and generally hack URLs is one of the most important skills needed by anyone who works with e-resources.

Here’s how to build a direct, reliable login link via Athens/UKAMF. Bear in mind that the example given is one of the easy ones!

  1. The A-to-Z knowledgebase stores the basic resource URL; usually a link to the journal home page. In the kind of pseudo-markup tags used by the A-to-Z to rewrite URLs, this is identified as {URL}.
    • For example, the {URL} of the e- journal Food Science and Technology International is:
      • http://fst.sagepub.com/
  2. First we visit the journal home page at {URL} and hunt around until we track down a reliable Athens or WAYFless UK Federation login URL. Often we look at other libraries’ web pages and/or UKAMF guidelines for inspiration.
  3. Determine whether the login URL is indeed a predictable function of {URL}. If it isn’t; you might as well stop at this point!
    • E.g. (this one goes via Athens, and is predictable):
      • http://auth.athensams.net/?ath_dspid=SAGE&ath_returl=http%3A%2F%2Fonline.sagepub.com%2Flogin%3Furi%3Dhttp%253A%252F%252Ffst.sagepub.com%252F
  4. Often {URL} will need to be %-encoded one or more times (roughly; one level of encoding for each level of URL ‘nesting’: each time a parameter within the URL is itself another URL). Encoding can be expressed in the A-to-Z using the paired tags {startencode} and {endencode}. Now rewrite the login URL using A-to-Z markup tags:
    • E.g. (note the double encoding!):
      • http://auth.athensams.net/?ath_dspid=SAGE&ath_returl=http%3A%2F%2Fonline.sagepub.com%2Flogin%3Furi%3D{startencode}{startencode}{URL}{endencode}{endencode}
    • Or (equally valid):
      • http://auth.athensams.net/?ath_dspid=SAGE&ath_returl={startencode}http://online.sagepub.com/login?uri={startencode}{URL}{endencode}{endencode}
  5. Then, encode the whole login URL one more time, and prefix the whole thing with the standard Athens cookie-setting URL. This ensures that users are sent to the University of Lincoln ‘alternative login’ point, rather than the old-fashioned Athens username and password form.
    • Either:
      • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl={startencode}http://auth.athensams.net/?ath_dspid=SAGE&ath_returl={startencode}http://online.sagepub.com/login?uri={startencode}{URL}{endencode}{endencode}{endencode}
    • Or:
      • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=http%3A%2F%2Fauth.athensams.net%2F%3Fath_dspid%3DSAGE%26ath_returl%3Dhttp%253A%252F%252Fonline.sagepub.com%252Flogin%253Furi%253D{startencode}{startencode}{startencode}{URL}{endencode}{endencode}{endencode}

It may look awful, but it works! (Usually.) It would be very useful if there were a place for A-to-Z customers to share (via a wiki, maybe) URL rewriting tips and examples. Some other useful links:

E-journal authentication behind the mask

Posted on November 16th, 2011 by Paul Stainthorp

This blog post is an attempt to elaborate on a problem with managing on/off campus access to electronic journals at the University of Lincoln. It’s a problem which confuses a lot of our users. I hinted at the issue in an earlier blog post.

Underlying the problem is a lack of consistency in the way e-journal platform providers/publishers implement Athens/”Shibboleth” access to their content.

I think the answer to this problem is “…use EZProxy as well or instead“. (We plan to do so.) However if anyone from a ‘strong’ federated-access position can suggest a way around the problem based purely on honest, SAML-based principles, then I’m all ears!

~~~wavy lines~~~

The system we use to manage access to e-journals at the University of Lincoln is EBSCO’s electronic journals A-to-Z. Within its underlying journals knowledgebase, the A-to-Z stores a URL for each journal – here I’ll refer to that URL as A.

The A-to-Z also provides the facility—a very nice facility, as it happens—to rewrite that URL according to a set of predictable rules, generating a new URL which is a function of the original URL: in my pseudomathematical shorthand I’ll call this f(A).

EBSCO call this facility of theirs a “Proxy Server”. Now – I could be being thick, but I don’t think this is a proxy server: it’s a URL rewriting application which merely happens to be used by some libraries to redirect traffic via a URL-rewriting proxy (such as the aforementioned EZProxy); in fact it can be used to ‘mask’ any URL.

We use the so-called “Proxy Server” facility to mask the default URL, A, and instead direct the browser back to the OpenAthens authentication point for the journal provider/publisher (allowing authentication both via the UK Federation and trad. Athens), with a redirect back to the post-authentication page for the journal. We’ll call that page A′ (i.e. “A prime”). A′ permits access to the full text of the journal.

Flowchart of URL masking and authentication workflow

N.B. it’s only possible to do this at all if the Athens/UKAMF authentication point for the journal has a predictable structure. If A′ includes any randomly-generated or unknown elements that aren’t in A and which vary from journal to journal, then A′ can’t be generated by f(A) – so some providers rule themselves out at the first hurdle. Bonjour, most legal databases! Yeah, you know who you are…

If it isn’t possible to create an A-to-Z “Proxy Server” URL mask, then our usual fallback position is to rely on IP authentication for on-campus traffic, but to instruct the user to manually select an Athens/’my institution’-type login for off campus access. This is not ideal: it confuses off-campus users who are used to seamless on-campus access, and it requires that we create help guides—I name and shame thee, Elsevier ScienceDirect—to lead people through often terribly confusing login procedures.

Flowchart of authentication workflow with on- and off-campus differences

There’s another complication: some journal providers, upon Athens-esque authentication from A, don’t send the user to A′. Instead, they redirect to a generic post-authentication page, D.

This = Bad. If you do this, I… just… can’t speak to you right now.

If we don’t (or can’t) apply a URL-rewriting mask in the A-to-Z for a journal package which exhibits this awful behaviour, then we’re relegating off-campus users to a third-class service; further widening the gap between on- and off-campus behaviour. If we do apply a mask, we relegate all users to the same lack of functionality. Which compromise do we choose? We’re damaging the user experience in both cases. [Click the diagram below to embiggen.]

Flowchart of complex authentication workflow for masked and non-masked journals

Finally, and for the sake of completeness, I think that this [below] would be the equivalent flowchart for EZProxy. (You can see why some libraries—and apparently their users—find it attractively simple. It also has the advantage that the ’masking’ is consistent across all or most journals, the configuration for each e-journal provider being done within EZProxy itself.)

Flowchart of the authentication workflow using EZProxy

Last word – here’s a useful page from Eduserv of Athens-authentication deep links for various e-resource providers. It may be helpful in creating masked URLs for Athens-authenticated journals.

JSTOR access problems – alternative login method

Posted on October 13th, 2011 by Paul Stainthorp

A few people are having problems accessing JSTOR in the usual way through the University Portal.

While we get to the bottom of the problem, you might like to use this alternative method of access to JSTOR, at the following address:

Log in using your network\accountID and password.

(Technical note: this alternative method of access uses LibResProxy, a CGI proxy application which mimics IP-based on-campus authentication. It will be slower than normal access, and not all features of the database may be available.)

Athens access problems solved / planned downtime

Posted on September 28th, 2011 by Paul Stainthorp

This morning’s problems with Athens access to electronic library resources have been solved.

All e-resources that use Athens should now be working OK. Here are some tips on logging in to library resources via Athens.

To ensure that this problem doesn’t happen again, we’re going to have to carry out some maintenance to Athens on Tuesday, 11 October 2011, at 08.30 am.

Athens access to e-resources will be unavailable for up to 15 minutes at that time.

This will affect access to:

  • All e-books
  • Nearly all e-journals
  • Some electronic databases
  • Digimap
  • RefWorks
  • etc.

Apologies for any inconvenience caused by this necessary maintenance.